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icono de ADX

Adams Diversified Equity Fund
ADX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Post Resch Tallon Group
151
Post Resch Tallon Group
New York
USD 253 k +USD 243 k +9,921 Nuevas
Sequoia Financial Advisors
152
Sequoia Financial Advisors
Ohio
USD 251 k +USD 16.6 k +676 +7%
Valmark Advisers
153
Valmark Advisers
Ohio
USD 250 k – – –
StoneX Group
154
StoneX Group
New York
USD 248 k -USD 70.6 k -2,880 -23%
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
USD 243 k -USD 5.49 k -224 -2%
GoalVest Advisory
156
GoalVest Advisory
New York
USD 240 k – – –
Pinion Investment Advisors
157
Pinion Investment Advisors
Kansas
USD 240 k – – –
Alliance Wealth Strategies
158
Alliance Wealth Strategies
Virginia
USD 237 k – – –
Dana Investment Advisors
159
Dana Investment Advisors
Wisconsin
USD 234 k +USD 224 k +9,156 Nuevas
Tradewinds Capital Management
160
Tradewinds Capital Management
Washington
USD 227 k +USD 74 +3 +0%
Allworth Financial
161
Allworth Financial
California
USD 215 k +USD 3.36 k +137 +2%
Modern Wealth Management
162
Modern Wealth Management
Kansas
USD 213 k +USD 204 k +8,340 Nuevas
Confluence Wealth Services
163
Confluence Wealth Services
Pennsylvania
USD 213 k +USD 204 k +8,333 Nuevas
IFP Advisors
164
IFP Advisors
Florida
USD 208 k +USD 46.3 k +1,890 +30%
Hudock Inc
165
Hudock Inc
Pennsylvania
USD 207 k +USD 199 k +8,101 Nuevas
Strategic Family Wealth Counselors
166
Strategic Family Wealth Counselors
New Jersey
USD 207 k +USD 198 k +8,091 Nuevas
US Bancorp
167
US Bancorp
Minnesota
USD 206 k +USD 3.11 k +127 +2%
Lakeridge Wealth Management
168
Lakeridge Wealth Management
Ohio
USD 204 k +USD 196 k +8,003 Nuevas
Kingsview Wealth Management
169
Kingsview Wealth Management
Oregon
USD 202 k +USD 194 k +7,899 Nuevas
Financial Consulate
170
Financial Consulate
Maryland
USD 200 k +USD 3.58 k +146 +2%
Glen Eagle Advisors
171
Glen Eagle Advisors
New Jersey
USD 158 k +USD 2.33 k +95 +2%
First Community Trust
172
First Community Trust
Iowa
USD 120 k – – –
First Command Advisory Services
173
First Command Advisory Services
Texas
USD 113 k – – –
Private Trust Company
174
Private Trust Company
Ohio
USD 101 k +USD 77.8 k +3,174 +398%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
USD 83.8 k +USD 34.2 k +1,396 +74%
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